TNG and scheduled reports/archiving reports

[John Richard Procter]

Overview:

Scheduled reports in TNG is the same as batch reports in TOPAZ.
You can setup scheduled reports to be e-mailed and\or archived.
When you select a report to be archived, the report is saved to a sub folder. Default location - C:\Program Files\Datatex\TNG\Sub folder name

Steps to setup scheduled reports in TNG:

1. Log into TNG and click on the 'Reports' icon
2. Select a report from the list, eg. Extension Detail Report
3. The report options will appear, select the date range and click on 'Schedule'

Report scheduling options will appear,

1. enter a name/description for the schedule report
   
2. select the frequency of the report schedule (e.g. daily, weekly, monthly)
   
3. tick to select the 'Option' to e-mail and/or archive
   
4. enter the e-mail address and/or archive sub folder name
   You can also enter multiple CC's - use the ';' as sperator.

Click on 'Apply Changes' to save the schedule reports.

NB: When a scheduled report is configured to be e-mailed only, the scheduled report is not archived.

Also see: How do I e-mail reports from TNG?